Cord Cutting in Q3: ‘Are We Finding a Floor?’

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“Is the glass half-empty, or half-full?”


That’s a question MoffettNathanson Senior Analyst Michael Nathanson asks in an investor note that examines the pay-TV industry’s health through the third quarter of 2020.

The glass half-empty argument is one he focuses on first, as he observes a “first derivative inflection – a slower rate of decline for video subscribers for both traditional distributors and vMVPDs – is but a pause in the still-gathering cord-cutting narrative.”

But, what is his ultimate conclusion?

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